For practice teams

Patient Lending Done Right™

4 Week Program

A rapid deployment, ethics first training that transforms how teams discuss affordability, financing, and treatment decisions. 

Executive level outcomes

-Recover up to 20 to 40% of revenue currently lost to affordability objections

-See measurable increases in case acceptance within 60 to 90 days

-Reduce cancellations, delays, and treatment shopping

-Build team wide confidence in compliant financial communication

-Create a standardized, scalable financial conversation across locations

Patient level outcomes

-Clear understanding of financial options
-Reduced stress around affordability
-Greater trust and transparency with their provider
-Better ability to move forward with recommended care

For practice teams offering larger cases

Patient Pathway Mastery™

6 Week Program

_{The extended strategic program that includes the 4 week foundation plus lender ecosystem design, local bank and credit union pathways™, and operational workflow integration.}

_{Executive level outcomes}

_{-Build a resilient, multi lender financing ecosystem}

_{-Equip your organization to support larger, higher value cases}

_{-Design operational workflows that reduce friction and confusion}

_{-Expand access for patients who do not qualify through traditional lenders}

_{-Strengthen long term predictability in case acceptance and revenue flow}

_{Patient level outcomes
-More available financing pathways
-Greater access to care, even for large or complex cases
-A smoother, simplified financial experience
-Clear next steps even when initial financing is declined}

For executives and providers

Executive and Provider Workshop

2 Hour Session
CE available

A leadership level session that helps executives and providers understand lending strategy, compliance, and how to build a scalable financing ecosystem. 

Executive level outcomes

-Gain clarity around risk, compliance, and patient affordability trends

-Understand why 53% of patients say they decline care and how to reverse the pattern

-Align leadership, providers, and teams around a unified money conversation

-Build a roadmap for a scalable, multi lender strategy

-Accelerate decision making with a clear lens on growth and compliance

-How a lending strategy increases EBITDA and practice valuation 

Patient level outcomes 

-Leadership decisions that prioritize trust and transparency
-A consistent communication experience across providers
-Policies that protect dignity and reduce financial anxiety
-Fewer abandoned treatment plans

For industry sales pros, fintech's, and lenders

"Why Patient Financing?"

A specialized program that gives industry teams a deep understanding of provider needs, compliance, and how financing influences treatment adoption

Executive level outcomes

-Sales teams better equipped to serve practices and DSOs

-Stronger product alignment with real world practice workflows

-Increased adoption and engagement from providers

-Clear understanding of compliance guardrails and risk dynamics

-Strengthened value proposition when selling into the health and dental ecosystem

Patient level outcomes
-Financing tools built with patient safety and clarity in mind
-More responsible, ethical product design
-Reduced exposure to predatory lending
-More patient centered solutions

For individuals or internal teams

Patient Lending Certificate Program™

A formal competency program including background checks, an ethics pledge, and standardized education. 

Executive level outcomes

-Certificate, background checked team members

-Reduced compliance risk across the organization

-Stronger trust with patients and referral partners

-Verified proficiency in ethical, compliant affordability communication

-Reduced churn due to enhanced business acumen of team members

Patient level outcomes

-Assurance they are working with trained, vetted professionals
-A consistent, compassionate financial conversation every time
-Greater clarity, better decisions
-Increased trust in the provider and organization